AIFAIM
American Institute for Advanced Investment Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $508K | Sell |
5,305
-550
| -9% | -$52.7K | 0.36% | 74 |
|
|
2025
Q1 | $558K | Buy |
5,855
+648
| +12% | +$61.8K | 0.43% | 67 |
|
|
2024
Q4 | $481K | Sell |
5,207
-358
| -6% | -$33.1K | 0.36% | 78 |
|
|
2024
Q3 | $546K | Buy |
+5,565
| New | +$546K | 0.39% | 69 |
|
|
2022
Q3 | – | Sell |
-2,110
| Closed | -$216K | – | 104 |
|
|
2022
Q2 | $216K | Sell |
2,110
-1,735
| -45% | -$178K | 0.19% | 105 |
|
|
2022
Q1 | $413K | Sell |
3,845
-1,977
| -34% | -$212K | 0.3% | 75 |
|
|
2021
Q4 | $670K | Sell |
5,822
-1,250
| -18% | -$144K | 0.45% | 57 |
|
|
2021
Q3 | $815K | Sell |
7,072
-50
| -0.7% | -$5.76K | 0.58% | 49 |
|
|
2021
Q2 | $823K | Sell |
7,122
-1,085
| -13% | -$125K | 0.58% | 52 |
|
|
2021
Q1 | $927K | Sell |
8,207
-15,361
| -65% | -$1.74M | 0.71% | 48 |
|
|
2020
Q4 | $2.83M | Sell |
23,568
-1,128
| -5% | -$135K | 2.27% | 10 |
|
|
2020
Q3 | $3.01M | Buy |
24,696
+716
| +3% | +$87.2K | 2.7% | 7 |
|
|
2020
Q2 | $2.92M | Buy |
23,980
+657
| +3% | +$80.1K | 2.76% | 7 |
|
|
2020
Q1 | $2.83M | Buy |
23,323
+5,269
| +29% | +$640K | 3.07% | 7 |
|
|
2019
Q4 | $1.99M | Buy |
+18,054
| New | +$1.99M | 1.92% | 16 |
|